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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-14 |
| NH | RA | APPROVED | 2007-08-02 |
Branch Locations
25 New Hampshire Ave. Ste 276, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Planning Associates, Inc. | Newington | NH | 11/2003 | 01/2018 |
| Lpl Financial, Llc | Newington | NH | 07/2007 | Present |
1. 03/19/2008: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - INDEPENDENT INSURANCE AGENCY SELLING FIXED INSURANCE PRODUCTS 2. 7/24/2017 - Weidema, Lavin & Grott Accounting PC - Not Investment Related - One Park Avenue Suite 2-1, Hampton, NH 03842 - Tax Prep/Accounting/CPA - Started 03/15/17 - 100 Hours Per Month/8 Hours During Securities Trading - Preparation of Individual and Corporate Tax Returns, Payroll Reports, Audits and Reviews.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-18 |
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